Edgepoint

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Edgepoint

Postby gulu » 28 Dec 2008 12:20

New group of funds owned by Cymbria, run by past Trimark managers. Have four funds: Canadian, Canadian Growth and Income, Global, Global Growth & Income.

I can't post links since I'm a new poster, but there are many articles, such as on Morningstar, Toronto Star, Canadian Business. The website edgepointwealth has information on the portfolios and pricing. Interestingly, they launched quietly rather than with any sort of marketing.
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Re: Edgepoint

Postby randomwalker » 28 Dec 2008 17:48

gulu wrote:New group of funds owned by Cymbria, run by past Trimark managers. Have four funds: Canadian, Canadian Growth and Income, Global, Global Growth & Income.

I can't post links since I'm a new poster, but there are many articles, such as on Morningstar, Toronto Star, Canadian Business. The website edgepointwealth has information on the portfolios and pricing. Interestingly, they launched quietly rather than with any sort of marketing.


Cymbria trades a as Closed End Fund (CEF) under the symbol CYB in Toronto, currently at a premium of about 13% to NAV. See the following links to Edge Point funds. On the plus side I understand the fund managers are significant investors in their own funds. The question as always for investors is should they own the EdgePoint funds or the Cymbria stock?

Canadian Equity
http://www.edgepointwealth.com/document ... tfolio.pdf

Canadian Growth & Income
http://www.edgepointwealth.com/document ... tfolio.pdf

Global Equity
http://www.edgepointwealth.com/document ... tfolio.pdf

Global Growth & Income
http://www.edgepointwealth.com/document ... tfolio.pdf

http://www.edgepointwealth.com/
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